Solutions

Accounting support built around how you work.

Every individual and business operates differently. Explore the solution that best reflects your situation and see the services designed to support your finances, obligations, and next stage of growth.

Individuals and Families

Tax preparation and personal accounting for households managing several sources of income or major financial changes.

Susy organizes the relevant records, prepares the required returns and explains what should be addressed before the next filing period.

Common needs

Returns that grow more complex as income sources multiply
Uncertainty around what is deductible or reportable
Decisions about investments, property and retirement
A desire to plan ahead rather than react at filing time

Relevant services

Tax Preparation and Planning Individual Accounting Services Financial Reporting

Discuss your situation

Entrepreneurs and Independent Professionals

Accounting and tax support for founders, freelancers and owner-operated businesses.

Susy separates the business records, establishes a bookkeeping routine and coordinates the tax and payroll work that applies.

Common needs

Owner-operator finances that mix personal and business activity
Quarterly taxes that are easy to overlook
Bookkeeping that falls behind when client work is busy
Choosing a structure that fits today and the next stage

Relevant services

New Business Setup Bookkeeping and Financial Records Tax Preparation and Planning Payroll Support

Discuss your situation

Small and Medium-Sized Businesses

Monthly accounting, payroll, reporting and tax work coordinated for an established business.

The accounting cycle runs on an agreed schedule, with reconciled records and reports available for management, lenders or tax preparation.

Common needs

Decisions being made without current financial information
Coordination between bookkeeping, payroll and tax work
State, local and federal filings across multiple entities
Reporting that lenders and partners will actually accept

Relevant services

Business Accounting Payroll Support Financial Reporting Tax Preparation and Planning Compliance and Advisory

Discuss your situation

Growing Companies

Accounting systems and reporting for businesses adding employees, locations or new sources of revenue.

Susy reviews the current accounting setup, identifies what needs to change and updates the reporting process as the operation expands.

Common needs

Adding employees, locations or revenue lines quickly
Tightening internal controls as responsibilities expand
Preparing financial statements for lenders or investors
Maintaining visibility into cash flow during growth

Relevant services

Business Accounting Financial Reporting Compliance and Advisory Payroll Support

Discuss your situation

Multistate and ITIN Clients

Tax and document support for clients filing in more than one state or applying for an ITIN.

As an IRS-authorized Certifying Acceptance Agent, Susy can assist eligible clients with ITIN applications and qualifying identity documents. She also reviews the records needed for applicable state filings.

Common needs

Income or business activity reported in more than one state
Questions about state filing requirements
An ITIN application requiring qualifying identity-document review
Records that need to be organized before tax preparation

Relevant services

Tax Preparation and Planning Compliance and Advisory Individual Accounting Services

Discuss your situation

More than one situation may apply.

Susy can review what you need now and organize the work into a practical starting plan.

Schedule a Consultation Call 757-402-9889